Advisors at this firm
Scott R
CFP®, Series 63, Series 65
Brea, CA
One Advisory Partners, LLC
Scott Rojas is a Certified Financial Planner® with 20 years of industry experience. He is currently with One Advisory Partners, LLC and was previously with Eclectic Associates, Inc. for over two decades. One Advisory Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm employs a portfolio construction approach based on modern portfolio theory, incorporating global diversification and both fundamental and technical analysis.
Michele G
CFP®, Series 65
Overland Park, KS
One Advisory Partners, LLC
Michele Gawthrop is a CFP® and holds a Series 65 license, with six years of experience in the financial advisory industry. She has been with One Advisory Partners, LLC since 2013. One Advisory Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm applies modern portfolio theory principles, combining fundamental and technical analysis to construct globally diversified portfolios, typically managed on a discretionary basis with regular oversight and reviews.
Christel T
Series 63, Series 65
Moorseville, NC
One Advisory Partners, LLC
Christel Turkiewicz is a financial advisor at One Advisory Partners, LLC with 13 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked with Northwest Investment Counselors LLC. Outside of her advisory role, she owns a consulting business called A Time to Flourish. One Advisory Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary investment management. The firm employs a globally diversified investment approach based on modern portfolio theory, combining fundamental and technical analysis to guide portfolio allocations.
William S
Series 63, Series 65, Series 66
Highlands Ranch, CO
One Advisory Partners, LLC
William Snider is a financial advisor with One Advisory Partners, LLC in Highlands Ranch, CO, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Lido Advisors, Colorado Financial Management, Cetera Investment Services, and ANB Bank. One Advisory Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm employs modern portfolio theory principles, combining fundamental and technical analysis to guide globally diversified portfolios, which are generally managed on a discretionary basis with ongoing oversight.
Daniel M
CFP®, Series 63, Series 65
Overland Park, KS
One Advisory Partners, LLC
Daniel Miller is a CFP® with 21 years of industry experience, currently serving as an advisor at One Advisory Partners, LLC. He has worked at One Advisory Partners since 2015 and previously spent three years at Origin Financial. In addition to his advisory role, he is an independent insurance agent. One Advisory Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm employs a globally diversified approach based on modern portfolio theory and uses both fundamental and technical analysis to guide portfolio allocations.